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Donna Leeann Kline

Hbks Wealth Advisors

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About Donna Leeann Kline

Donna Kline is a financial advisor with Hbks Wealth Advisors. Donna has been in the industry for 10 years. She is registered to provide investment advice in 18 states and has passed the Series 7, Series 3, Series 63, Series 66 and SIE exams. Donna provides financial planning, pension consulting, and portfolio management services to individuals, businesses and institutions.

Firm Information

Donna Kline is currently registered with Hbks Wealth Advisors. Hbks Wealth Advisors is a financial advisory firm located in Erie, Pennsylvania. The firm provides financial planning, pension consulting, portfolio management for businesses and individuals, and publication of periodicals. Hbks Wealth Advisors manages over $6.5 billion in assets for a range of clients, including high-net-worth individuals, corporations, pension plans, and charitable organizations. The firm employs over 75 investment advisor representatives and has over 20,000 accounts.
Hbks Wealth Advisors

ZUCK ROAD OFFICE PARK

ERIE, PA 16506

$6.50B

Assets Under Management

300

Total Clients

78

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Donna Kline’s Registration & Firm History

PA

05/20/2021 - Present

Hbks Wealth Advisors (Warrendale PA)

PA

01/24/2014 - 09/11/2015

WELLS FARGO ADVISORS, LLC (SEWICKLEY PA)

IL

03/25/1999 - 12/31/1999

ROSENTHAL COLLINS SECURITIES, L.L.C (CHICAGO IL)

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Licenses & Designations

BOTH

Issued 02/14/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/31/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/24/2014

Series 7 - General Securities Representative Examination

BC

Issued 01/22/1993

Series 3 - National Commodity Futures Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Donna Leeann Kline.
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